+71.2%
UBER vs INTU
+48.8%
+22.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.0% | +4.7% | +4.2% |
| 7D | +6.7% | -3.9% | +10.6% | +8.8% |
| 30D | -0.5% | +11.7% | -12.2% | -6.3% |
| 3M | -5.1% | +4.5% | -9.6% | -8.3% |
| 6M | -5.7% | -13.9% | +8.2% | -2.1% |
| YTD | -12.9% | -48.2% | +35.3% | +17.3% |
| 1Y | -22.6% | -47.1% | +24.5% | +2.7% |
| 3Y | +42.2% | -32.5% | +74.7% | +54.0% |
| 5Y | +56.4% | -42.6% | +98.9% | +78.6% |
| All | +71.2% | +48.8% | +22.4% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded INTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling